Skip to content

NewEdge Advisors, LLC: XBGYX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on XBGYX, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 34,916 XBGYX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,916 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $200,419.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 34,916 shares
    Change vs previous 13F -4,207 shares

    <0.01% of the 13F portfolio, value $188,898.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,123 shares
    Change vs previous 13F +4,891 shares

    <0.01% of the 13F portfolio, value $230,043.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,232 shares
    Change vs previous 13F +20,799 shares

    <0.01% of the 13F portfolio, value $196,836.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,433 shares
    Change vs previous 13F -12,469 shares

    <0.01% of the 13F portfolio, value $77,777.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,902 shares
    Change vs previous 13F -1,272 shares

    <0.01% of the 13F portfolio, value $145,309.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,174 shares
    Change vs previous 13F -1,295 shares

    <0.01% of the 13F portfolio, value $144,294.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,469 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $165,121.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).